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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,230 | $107,666-78.4% | $102,184-77.3% | $154,746-85.0% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 26.74% | 29.33%-2.6pp | 31.58%-4.8pp | 172.34%-145.6pp |
| Employer contribution / active EE | $2,558 | $3,846-33.5% | $3,594-28.8% | $4,379-41.6% |
| Participant deferral / active EE | $10,145 | $8,719+16.4% | $8,309+22.1% | $6,730+50.7% |
| Admin fee / account holder | $1,915 | $12,943-85.2% | $11,609-83.5% | $14,365-86.7% |